GWM
CTO

Geneos Wealth Management’s CTO Realty Growth CTO Stock Holding History

Geneos Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-147
Closed -$2.84K – 3130
2025
Q1 		$2.84K Buy
+147
New +$2.85K ﹤0.01% 2674
2022
Q3 		– Sell
-231
Closed -$1K – 2130
2022
Q2 		$1K Hold
231
– – ﹤0.01% 2472
2022
Q1 		$5K Hold
231
– – ﹤0.01% 2316
2021
Q4 		$4K Hold
231
– – ﹤0.01% 2445
2021
Q3 		$4K Hold
231
– – ﹤0.01% 2494
2021
Q2 		$4K Hold
231
– – ﹤0.01% 2495
2021
Q1 		$4K Hold
231
– – ﹤0.01% 2705
2020
Q4 		$3K Buy
231
+10
+5% +$132 ﹤0.01% 2607
2020
Q3 		$2K Hold
221
– – ﹤0.01% 2396
2020
Q2 		$2K Buy
+221
New +$2.44K ﹤0.01% 2342

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geneos Wealth Management's CTO Position: Q2 2025 in Review

Geneos Wealth Management sold out of CTO Realty Growth (CTO) in Q2 2025, closing a stake of 147 shares — an estimated $2.84K sold.

Geneos Wealth Management first reported a position in CTO in Q2 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 170 funds tracked by Wall St. Rank hold CTO as of Q2 2025.

  • Geneos Wealth Management reported no remaining CTO Realty Growth position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 147 CTO Realty Growth shares in Q2 2025, an estimated $2.84K.
  • Geneos Wealth Management first reported a position in CTO Realty Growth in Q2 2020 and held it in 10 quarters.
  • Geneos Wealth Management's CTO Realty Growth position peaked at $5K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.